Audit of KeyCRM is a crucial tool for optimizing business processes and enhancing a company’s operational efficiency. Conducting an audit helps identify weaknesses in the customer relationship management (CRM) system, determine the causes of deficiencies, and suggest solutions to address them. The goal of the audit is to uncover potential opportunities for improving performance, boosting productivity, and enhancing customer interaction. The results of a KeyCRM audit serve as the foundation for developing a strategy to optimize business processes and implement effective solutions. Ultimately, the company gains the ability to operate more efficiently, improve customer service quality, and increase its competitiveness.
Audit of KeyCRM is a systematic analysis, evaluation, and subsequent optimization of communication strategies that a company uses to interact with its clients. It aims to improve the quality and efficiency of CRM system operations, as well as to identify weaknesses and highlight areas for growth.
What the KeyCRM audit includes:
Evaluation of Communication Strategy Effectiveness:
Verifying the accuracy and completeness of information provided to customers.
Analyzing the personalization of communications and their alignment with customer needs.
Examining customer interaction methods across various channels (email, social media, phone, etc.) and their effectiveness.
Identifying Issues:
Customer service problems, including inefficient support operations and slow response times to customer inquiries. Issues with the customer database, such as incomplete or outdated information.
Development of Optimization Recommendations:
Proposing specific steps to enhance communication strategies.
Creating an action plan to address identified issues and improve customer interaction effectiveness.
Recommendations for utilizing modern tools and technologies to enhance CRM system operations.
As a company, we offer a wide range of services aimed at optimizing your work with CRM systems and maximizing your efficiency. Here’s how we can help:
Conducting an audit of keycrm that will identify the system’s weaknesses and propose solutions to enhance its effectiveness.
Support and customization of the CRM tailored to your needs, aimed at improving customer relations and increasing sales.
Deep understanding of the setup process, including the removal of unnecessary modules and optimization of business processes.
Integration of keycrm with other systems, such as 1C or services, to ensure seamless operation and maximum efficiency.
Training employees in the use of an effective personnel management system so that you can fully leverage its potential in your business.
“Chernobyl Global” is an international travel agency actively working with tourists from different countries and using several communication channels. The project is aimed at automating the processes of receiving and processing requests through different channels.
The company “Zima-Leto”, an international tour operator with bus lines and unique routes, faced the need to organize and automate the processes of working with Ukrainian travel agents for domestic tours in Ukraine.
A small hotel in Odessa region with 10 rooms, swimming pool, restaurant and SPA complex decided to improve the level of service and speed up the processing of reservation requests by integrating Bitrix24 to manage interactions with customers through various communication channels and automate reservations.
Development of an adapted Bitrix24 mobile application for a Ukrainian dealer network engaged in regional sales.
Development of an automated system for collecting customer feedback and controlling the quality of services in a construction supermarket operating in the B2B market.
Integration of Bitrix24 system with 1C program to manage sales of building materials in B2B sector. The project is aimed at centralizing data and improving control over operations.
Automation of goods shipment processes for a supplier of children’s goods in the B2B market using Bitrix24 CRM system.
Integration of online store site with CRM-system Bitrix24 for order management and automation of the process of sending goods via Novaya Pochta.
Implementation of a system of automatic control of overdue payments for Emea trading wholesale company, using Bitrix24 integration with 1C to improve efficiency of work with client base and increase control over accounts receivable.
Please leave your contact information to receive detailed information about our services and collaboration opportunities. Our team is ready to answer all your questions and offer customized solutions to help your business thrive. To initiate a long-term and mutually beneficial partnership, please fill out the form below or contact our manager right now!
Leave contact information
info@d4crm.com
info@d4crm.com
+ 38 (063) 020 39 35
+ 4 (857) 356 99 65
Bulgaria, Burgas, ap.complex “Perla” 7, fl.7, ap.15
Ukraine, Odessa, 5 Greek Street
